FW
Fairway Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
17,600
-1,291
| -7% | -$136K | 0.59% | 27 |
|
|
2025
Q1 | $1.86M | Buy |
18,891
+1,356
| +8% | +$134K | 0.69% | 24 |
|
|
2024
Q4 | $1.85M | Buy |
17,535
+3,690
| +27% | +$389K | 0.83% | 22 |
|
|
2024
Q3 | $1.46M | Buy |
13,845
+284
| +2% | +$30K | 0.74% | 25 |
|
|
2024
Q2 | $1.34M | Buy |
13,561
+251
| +2% | +$24.9K | 0.79% | 25 |
|
|
2024
Q1 | $1.37M | Buy |
13,310
+95
| +0.7% | +$9.79K | 0.93% | 22 |
|
|
2023
Q4 | $1.24M | Buy |
+13,215
| New | +$1.24M | 0.95% | 22 |
|